IOR vs SOHON

Comparison between Income Opportunity Realty Investors Inc (IOR, Company) and Sotherly Hotels Inc (SOHON, Company).

IOR is from the Financial Services sector, while SOHON is from the Real Estate sector.

5-Year PerformanceIOR has outperformed SOHON, delivering a return of +6.8% compared to -10.9%

IOR vs SOHON - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IOR(COMPANY)	SOHON(COMPANY)
Market Cap	$72M	$72M
Max Drawdown	90.94%	88.63%
Sharpe Ratio	-0.10	-0.69
5Y Beta	0.00	N/A
Industry	Mortgage Finance	Reit - Hotel & Motel
P/E Ratio	18.04	N/A
5Y Dividends CAGR	N/A	31.95%
5Y EPS CAGR	-3.07%	N/A
Debt to Equity	0.00%	N/A
Free Cash Flow Yield	-0.47%	N/A
P/S Ratio	N/A	0.41

Market Cap

IOR

$72M

Winner

SOHON

$72M

Max Drawdown

IOR

90.94%

Winner

SOHON

88.63%

Sharpe Ratio

Winner

IOR

-0.10

SOHON

-0.69

5Y Beta

IOR

0.00

SOHON

N/A

Industry

IOR

Mortgage Finance

SOHON

Reit - Hotel & Motel

P/E Ratio

IOR

18.04

SOHON

N/A

5Y Dividends CAGR

IOR

N/A

SOHON

31.95%

5Y EPS CAGR

IOR

-3.07%

SOHON

N/A

Debt to Equity

IOR

0.00%

SOHON

N/A

Free Cash Flow Yield

IOR

-0.47%

SOHON

N/A

P/S Ratio

IOR

N/A

SOHON

0.41

IOR vs SOHON - Historical Returns

Returns include dividend reinvestment.

Period	IOR	SOHON
1 month	-1.11%	-50.19%
3 months	-6.07%	-50.19%
6 months	-8.58%	-45.40%
1 year	-2.94%	-47.77%
5 years(CAGR)	+6.79%	-10.86%
10 years(CAGR)	+9.77%	N/A
Max(CAGR)	+9.77%	-9.87%

Winner

IOR

-1.11%

SOHON

-50.19%

Winner

IOR

-6.07%

SOHON

-50.19%

Winner

IOR

-8.58%

SOHON

-45.40%

Winner

IOR

-2.94%

SOHON

-47.77%

5Y(CAGR)

Winner

IOR

+6.79%

SOHON

-10.86%

10Y(CAGR)

IOR

+9.77%

SOHON

N/A

Max(CAGR)

Winner

IOR

+9.77%

SOHON

-9.87%

IOR vs SOHON - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IOR	SOHON
2026	+1.42%	-45.43%
2025	-2.50%	-8.23%
2024	+34.33%	-1.47%
2023	+11.57%	+13.94%
2022	+0.50%	+19.67%
2021	+0.34%	+45.20%
2020	-13.50%	-54.77%
2019	+14.52%	+9.92%
2018	-3.69%	N/A
2017	+55.40%	N/A
2016	+0.69%	N/A
2015	+22.41%	N/A
2014	+14.24%	N/A
2013	+43.39%	N/A
2012	+149.99%	N/A
2011	-63.90%	N/A
2010	-48.12%	N/A
2009	+40.94%	N/A
2008	+5.56%	N/A
2007	-18.80%	N/A
2006	+7.26%	N/A
2005	+18.13%	N/A
2004	+2.56%	N/A
2003	-18.02%	N/A
2002	+4.50%	N/A
2001	+123.24%	N/A
2000	+52.42%	N/A
1999	+18.57%	N/A

IOR vs SOHON Drawdown Comparison

The maximum drawdown for IOR was -90.94%, occurring on Dec 15, 2011. Recovery took 3200 trading sessions.

The maximum drawdown for SOHON was -88.63%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current IOR drawdown is -8.62%. The current SOHON drawdown is -58.32%.

Rank	IOR	SOHON
#1	-90.94% Jun 21, 2005 - Mar 12, 2018	-88.63% Feb 3, 2020 - Mar 18, 2020
#2	-54.95% Mar 23, 2000 - Jun 29, 2000	-1.99% Sep 30, 2019 - Nov 18, 2019
#3	-44.53% Sep 20, 2019 - Sep 8, 2020	-1.73% Jul 30, 2019 - Sep 4, 2019
#4	-41.04% Oct 31, 2002 - May 16, 2005	-1.49% Jun 11, 2019 - Jul 2, 2019
#5	-37.76% Sep 17, 2020 - Feb 21, 2024	-1.38% Jan 16, 2020 - Feb 3, 2020
#6	-31.23% Aug 24, 2000 - Jul 2, 2001	-1.34% May 1, 2019 - May 16, 2019
#7	-31.08% Nov 5, 2001 - Oct 30, 2002	-1.24% Sep 4, 2019 - Sep 17, 2019
#8	-28.14% May 25, 2018 - Aug 20, 2019	-1.18% Dec 3, 2019 - Dec 17, 2019
#9	-17.40% Jul 11, 2024 - Jul 11, 2025	-0.95% Jan 14, 2020 - Jan 16, 2020
#10	-15.53% Jul 6, 2001 - Aug 3, 2001	-0.94% Dec 19, 2019 - Dec 31, 2019
#11	-15.05% Aug 20, 2019 - Sep 20, 2019	-0.81% Jul 15, 2019 - Jul 23, 2019
#12	-14.44% Feb 21, 2024 - Jul 11, 2024	-0.79% Apr 22, 2019 - Apr 29, 2019
#13	-12.50% Jan 10, 2000 - Mar 6, 2000	-0.78% May 16, 2019 - Jun 6, 2019
#14	-11.58% Mar 16, 2018 - Apr 20, 2018	-0.57% Sep 18, 2019 - Sep 20, 2019
#15	-11.51% May 4, 2018 - May 25, 2018	-0.57% Nov 27, 2019 - Dec 3, 2019